See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,942 | $73,515+8.7% | $62,995+26.9% | $147,584-45.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 10.00% | 175.43%-165.4pp | 87.57%-77.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $9,300 | $3,320+180.1% | $2,759+237.1% | $4,876+90.7% |
| Participant deferral / active EE | $5,405 | $4,185+29.1% | $3,329+62.3% | $5,439-0.6% |
| Admin fee / account holder | $8,410 | $5,953+41.3% | $3,600+133.6% | $10,885-22.7% |